Compare · 2 funds side by side · dividends reinvested

IUSV and VTV

IUSViShares×VTVVanguard×

Versus in desk

Story of the two · Growth5Y$10,000 five years agoDividends reinvested · both on one scale$17,842VTV · best of the two

02 / 04

IUSV and VTV, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

Vanguard Morningstar Value ETFUS Stock Styles · Value0.03%1.83%+21.0%+25.0%+22.7%+12.3%−6.4%10.1%$184B1.1

iShares Core S&P U.S. Value ETFUS Stock Styles · Value0.04%1.64%+13.8%+16.1%+19.5%+11.2%−6.4%9.6%$28.4B1.9

Rank among the two1st → 2ndFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 3, 2026 · returns include dividends · since: IUSV 2000 · VTV 2004

Head to Head

Swap sides Versus in desk

Head to Head

iShares Core S&P U.S. Value ETF · $28.4B$17,016

IUSV

VTV

Vanguard Morningstar Value ETF · $184B$17,842

$10,000 five years ago, dividends reinvested · they hold 64.6% in common

IUSVMeasureVTV

+13.8%Year to dateJan 1 → Nov 3+21.0%

+16.1%1 yearTotal return+25.0%

+19.5%3 years · per year$10,000 became $17,084 · $18,466+22.7%

+11.2%5 years · per year$10,000 became $17,016 · $17,842+12.3%

0.04%Expense ratio$4 · $3 a year on $10k · lower is better0.03%

1.64%Trailing 12-mo yield$164 · $183 a year on $10k1.83%

−6.4%Worst dropSmaller is better−6.4%

9.6%VolatilityLower is calmer10.1%

IUSVVTV Winner of the row, in its colourEach row: the bigger of the two fills its side

1–6VTV wins

End-of-day Nov 3, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

IUSV vs VTV: Top 5 Holdings

Today

IUSV

16.8%in top 5

VTV

in top 515.8%

IUSVStockVTV

7.8%AAPLnot top 5

not top 5MU4.6%

3.4%AMZNnot top 5

not top 5JPM3.3%

not top 5BRK-B2.9%

2.4%XOM2.6%

not top 5JNJ2.4%

1.7%WMTnot top 5

1.4%CVXnot top 5

Held in common64.6%

End-of-day Nov 3, 2026 · share of each fund

IUSV vs VTV Returns, Every Period

iSharesIUSV

+11.2%

5 years, per year

VTVVanguard

+12.3%

5 years, per year

IUSVVTVFaded: behind in that period

0–4VTV wins

End-of-day Nov 3, 2026 · dividends in · faded = behind in that period

IUSV vs VTV

YTD

iSharesIUSV

+13.8%

VTVVanguard

+21.0%

+13.8%Year to date+21.0%

−6.4%Worst drop · 1Y−6.4%

9.6%Volatility · 1Y10.1%

1.6%Yield1.8%

$28.4BAssets$184B

2–1VTV wins

End-of-day Nov 3, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IUSV, VTV

Today

0.03%lowest, VTV

FundExpense ratioFee$10k

VTV0.03%$3

IUSV0.04%$4

End-of-day Nov 3, 2026 · fee on $10,000 a year

Yields: IUSV, VTV

1.83%highest, VTV

FundTrailing yieldYield$10k

VTV1.83%$183

IUSV1.64%$164

End-of-day Nov 3, 2026 · trailing 12-month yield

Income After Fees on $10,000

$180most kept, VTV

VTV$183 − $3 = $180

IUSV$164 − $4 = $160

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee

Overlap: IUSV, VTV

Today

64.6%most shared, IUSV and VTV

IUSVVTV

IUSV—64.6%

VTV64.6%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 2 ETFs

+25.0%VTV, at 10.1% volatility

IUSVWorst drop−6.4%9.6% vol

VTVWorst drop−6.4%10.1% vol

End-of-day Nov 3, 2026 · up and left is better

Paid More vs Made More

YTD

VTVIUSV

+21.0%Year to date+13.8%

1.8%Yield1.6%

+25.0%Past year+16.1%

0.03%Fee0.04%

4–0VTV wins

End-of-day Nov 3, 2026

Popular Pairs Near These Two

VTV vs SCHV

YTD

VanguardVTV

+21.0%

SCHVSchwab

+18.4%

+21.0%Year to date+18.4%

1.8%Yield1.8%

$184BAssets$15.7B

1–0VTV wins

End-of-day Nov 3, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026